Cary Bennett (CRD# 4129026) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Blackshear, GA and has over 23 years of experience in the finance industry.
CRD# 5663998
Edward Jones
CRD# 2570922
Silver Oak Securities, Inc.
CRD# 4059268
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Bennett, Bennett & Johnson Financial Services | Blackshear, GA | Dec 2015 - Current | 8 |
| Concourse Financial Group Securities Inc. | Blackshear, GA | Nov 2014 - Current | 9 |
| Metlife Securities Inc. | Douglas, GA | Aug 2006 - Nov 2014 | 8 |
| Metropolitan Life Insurance | Douglas, GA | Aug 2006 - Nov 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- GA
-
Total Assets Under Management4,373MILLIONS
-
Total Number of Accounts20,957ACCOUNTS
-
Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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